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The Compound and Friends

The Compound
S&P 500
Bitcoin
Housing Market
Corporate Activism
Stock Market
Mortgage Rates
Earnings Growth
US Equity Market
Inflation
Interest Rates
Wall Street
Merrill Lynch
Buy and Hold Strategy
Technical Analysis
Bitcoin ETF
Digital Assets
Disney
Jensen Investment Management
Trivariate Research
Consumer Sentiment

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here - ritholtzwealth.com/podcast-youtube-disclosures/

PublishesTwice weeklyEpisodes529Founded7 years ago
Number of ListenersCategories
InvestingBusiness NewsBusinessNews

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Artwork for The Compound and Friends

Latest Episodes

On this episode of Live From The Compound, Josh Brown sits down with Mark Mulhern (aka Manu Invests), creator of the bestselling Substack Fundamentally Sound, to break down the long-term bull case for Uber. They dive into the rise of autonomous taxis... more

On episode 227 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Fundstrat's Tom Lee to discuss: market headwinds in 2026, why Tom is still bulli... more

YouTube

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about the growing fear coming out of Silicon Valley about mass job lo... more

On this episode of Live From the Compound, Downtown Josh Brown hosts Cullen Roche, founder of Discipline Funds and author of the new book, Your Perfect Portfolio. Cullen walks investors through the most important points about 60/40 strategies, risk p... more

Key Facts

Accepts Guests
Accepts Sponsors
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Podcast Host
Number of Listeners
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Recent Guests

Cullen Roche
Founder and Chief Investment Officer of Discipline Funds
Discipline Funds
Episode: Cullen Roche Drops by to Talk Perfect Portfolios
Jeremy Grantham
Co-founder and long-term investment strategist of GMO
GMO
Episode: Jeremy Grantham: Stop Ruining My Perfectly Good Bear Market
Ben Carlson
Director of Institutional Asset Management at Ritholtz Wealth and author of the blog Wealth of Common Sense
Ritholtz Wealth Management
Episode: Welcome to 2026
Sam Rowe
Financial commentator and analysis expert, from the Ticker Substack
Episode: These Are Wall Street’s Predictions for 2026
Bill Cohan
Former M&A banker turned journalist
Founder of Puck, contributing writer for The New York Times and other publications
Episode: Buy or Die
Vlad Tenev
Co-founder and CEO of Robinhood Markets
Robinhood Markets
Episode: Inside the Robinhood Revolution With Vlad Tenev
Ed Yardeni
Economist and strategist known for forecasting market trends.
Episode: The Joby bull case with Charles Lemonides, Roaring 2020’s with Ed Yardeni, Alphabet vs Nvidia
Charles Lemonides
Hedge fund manager and founder of ValueWorks
ValueWorks
Episode: The Joby bull case with Charles Lemonides, Roaring 2020’s with Ed Yardeni, Alphabet vs Nvidia
Stephanie Roth
Chief Economist at Wolfe Research, specializing in macro strategy.
Wolfe Research
Episode: What Did the Fed Actually Say?

Hosts

Downtown Josh Brown
Host with a focus on finance and investment strategies.
Michael Batnick
Co-host and contributor focusing on investment analysis and market insights.

Reviews

4.8 out of 5 stars from 4.2k ratings
  • TXN comments

    Really showed lack of company knowledge and insight with recent TXN comments.

    Apple Podcasts
    1
    squakback
    United States6 days ago
  • Compound to the moon

    What a great show, love every episode. Jeremy Grantham fascinating - though I hope he’s wrong on the bubble for at least the next 5 years…….great balance from the team, stock market crashes in 2026 ….. after 4 days of trading 🤣 ….. Ray Dalio in his fur coat …… Keep it up from your biggest fan in the UK.

    Apple Podcasts
    5
    Mark A 994
    United Kingdom10 days ago
  • Last time I listen to this show

    The Host’s attitude is not convincing any more, so I can’t get any value out of listening. The Host is turning into a mouthpiece of processed ignorance, heavy on American ignorance. I would never associate with a person like this in real life because their thoughts are unsound. I really used to like this show, too. Your grasp of reality is slipping and where it is slipping into is discordant.

    Apple Podcasts
    1
    Rank14exp
    Canada11 days ago
  • The only podcast to say that the US should invade Greenland

    stop talking about politics stop talking about Trump, your MAGA hat is showing. I sent a client to the firm and they listened to the pod from last week and said - no thanks. 3 star to 1 boo.

    Apple Podcasts
    1
    Milwookie
    United States11 days ago
  • Software vs Semis

    Love the podcast but I gotta tell ya ~ I’d never let Batnick manage my money because he’s much too emotional and excitable.

    The best money managers are even tempered and calm.

    Apple Podcasts
    4
    Geoplanter
    United States24 days ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The dynamic and relatable conversation style of the hosts is appreciated by many, making complex financial topics accessible to a wider audience.
Some reviews express concerns over perceived biases in political discussions within episodes, suggesting a desire for more neutrality.
Feedback indicates a solid reputation for providing current, thought-provoking analysis of market trends and investment opportunities.
Listeners consistently praise the depth and relevance of financial insights, highlighting the hosts' engaging style and the quality of guest discussions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Cullen Roche Drops by to Talk Perfect Portfolios
Q: Can you give us a list of some strategies you write about?
Cullen discusses a range of strategies, including the Warren Buffett strategy, T-Bill and Chill portfolio, 60-40 factor investing, and more.
Cullen Roche Drops by to Talk Perfect Portfolios
Q: What do you mean when you say perfect portfolio?
Cullen explains that there isn't a universally perfect portfolio, but rather the goal is to find a portfolio that works for individual needs and circumstances.
Welcome to 2026
Q: What are your thoughts on the risk of generative AI spending impacting the stock market?
AI spending has been a key driver for the market, and its slowdown could pose major risks for investors.
Welcome to 2026
Q: What do you think the implications of automation are for Uber?
Uber will need a fragmented autonomous vehicle market with various partnerships to thrive.
New Year’s Resolutions, the $15 Trillion Liquidity Flood With Garrett Baldwin, Reacting vs Predicting
Q: Why is it important to react rather than predict these days more than ever?
There's so much noise in the market, so focusing on capital movement and reacting to signals can guide investment decisions effectively.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Compound and Friends

What is The Compound and Friends about and what kind of topics does it cover?

This podcast provides expert insight and prominent discussions surrounding business and investing trends. Each episode features lively conversations among the hosts and their guests, who are often industry leaders and financial experts. The discussions cover a broad range of investment topics, including market trends like AI advancements, economic forecasts, and specific stock analyses, making it relevant for listeners keen on financial markets and investment strategies. Notably, the engaging style of the hosts fosters a dynamic atmosphere, combining deep financial knowledge with approachable commentary, which is likely to appeal to both seasoned investors and those new to the field.

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Which podcasts are similar to The Compound and Friends?

These podcasts share a similar audience with The Compound and Friends:

1. Animal Spirits Podcast
2. Ask The Compound
3. RiskReversal Pod
4. The Meb Faber Show - Better Investing
5. The Real Eisman Playbook

How many episodes of The Compound and Friends are there?

The Compound and Friends launched 7 years ago and published 529 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Compound and Friends?

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What guests have appeared on The Compound and Friends?

Recent guests on The Compound and Friends include:

1. Cullen Roche
2. Jeremy Grantham
3. Ben Carlson
4. Sam Rowe
5. Bill Cohan
6. Vlad Tenev
7. Ed Yardeni
8. Charles Lemonides

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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